Integrated Wealth Concepts LLC

Q3 2018 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
9/30/2018
Value ($000)
$330,995
Num holdings
250
Date filed
11/13/2018
Form type
13F-HR
Prev filing
7/27/2018
Next filing
2/14/2019
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 chilton capital management
2 clark capital management group
3 congress asset management
4 davis select advisors
5 federated investors
6 lpl research
7 natixis aia
8 parametric portfolio associates
9 polen capital management
10 santa barbara asset management
11 schafer cullen capital management
12 zacks investment management